Account Type**** ********Account Owner**** ***Account Opps/Deals******* *****Closed Won • Jan 25***K $Closed
***** ********Worked in execs roles at *** together from 2021-2024******* ****Worked in the same department at *** together from 2021-2024
SofiCapital Markets AssociateJan 25 - PresentJ P Morgan Asset ManagementAssociateNov 22- Jun 24J P MorganMarkets AnalystJun 20- Nov 22
Jim DeheerStakeholder Engagement ManagerView Profile, Jim DeheerWinston SmithLead Financial AnalystView Profile, Winston SmithRaquel Davis PintoSnr Tax Technology Solutions ManagerView Profile, Raquel Davis Pinto